Sanford Advisory Services’s JPMorgan Chase JPM Stock Holding History

Sanford Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$426K	Buy	3,176 +73	+2%	+$9.25K	0.1%	89
2022 Q3	$324K	Sell	3,103 -625	-17%	-$71.7K	0.09%	85
2022 Q2	$420K	Buy	3,728 +480	+15%	+$59.5K	0.12%	73
2022 Q1	$443K	Buy	3,248 +117	+4%	+$17.3K	0.12%	68
2021 Q4	$496K	Sell	3,131 -139	-4%	-$22.8K	0.11%	66
2021 Q3	$535K	Hold	3,270	–	–	0.13%	62
2021 Q2	$509K	Sell	3,270 -200	-6%	-$31.4K	0.13%	61
2021 Q1	$528K	Sell	3,470 -368	-10%	-$52.9K	0.15%	57
2020 Q4	$488K	Buy	+3,838	New	+$429K	0.16%	57

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanford Advisory Services's JPM Position: Q4 2022 in Review

Sanford Advisory Services increased its JPMorgan Chase (JPM) stake by 2.4% in Q4 2022, buying an estimated $9.25K and bringing the position to 3,176 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #89.

Sanford Advisory Services first reported a position in JPM in Q4 2020 and has held it in 9 quarters since. The position peaked at $535K in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Sanford Advisory Services held 3,176 shares of JPMorgan Chase worth $426K as of Q4 2022.
Sanford Advisory Services bought 73 JPMorgan Chase shares in Q4 2022, an estimated $9.25K.
JPMorgan Chase made up 0.1% of Sanford Advisory Services's portfolio in Q4 2022, its #89 holding.
Sanford Advisory Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's JPMorgan Chase position peaked at $535K in Q3 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.